Topic Archive — Page 97 of 113
Every market topic nashnova has published, newest first (11258 total).
- Goldman Sachs' Top Five Findings After Researching ASML: EUV Deliveries to Exceed 80 Units by 2027
- BYD's tepid stock reaction after launching 4nm self-driving chip
- China's Real Estate Prices Expected to Narrow Downside, May Turn Positive in 2027
- Mitsubishi Motors Partners with Nissan to Expand North American Pickup and Japanese Kei Car Market
- SpaceX listing expectations intensify, as investors rush to position
- Tax Rebate Fades, U.S. Consumer Spending May Face Pressure
- Codelco Shifts Focus to Profit Maximization, Global Copper Supply Expected to Remain Tightly Balanaced
- Yuyantan: If the EU Insists on Pushing 'Excess Capacity Tool', China Will Retaliate
- UBS Initiates Coverage on Flash Memory Giant Kioxia, Assigns 'Buy' Rating
- China's El Niño Impact Expected to Peak in Autumn and Winter, Climate Risk Window Approaching
- Exxon Mobil Warns of ‘Unprecedented’ Oil Stock Levels
- Japanese Finance Minister Reiterates Determination to Intervene in Currency Market, Yen Approaching Key 160 Level
- SpaceX lowers IPO valuation target to $1.8 trillion
- Lenovo signs AI infrastructure agreement with Tianjin, stock price surges over 30%
- Interest Rate Hikes Not Enough to Stop Downtrend; Wall Street Bears on the Dollar for the Second Half
- Samsung and SK Hynix Surge Triggers Risk Control, Global Funds Face Forced Reductions
- AI Data Centers Ignite Lithium Mining Stock Frenzy
- Waymo dominates Texas market with nearly 600 autonomous vehicles
- Morgan Stanley: Supply Side Becomes the New Bottleneck in AI; AI Semiconductor Market Expected to Grow by 60% by 2027
- Dell Earnings Reveal a New Cycle for AI Infrastructure: This Time, Skeptics Might Really Be Wrong
- Noah Holdings' operating profit margin reaches a multi-year high in the first quarter, with global expansion entering a substantial operational phase
- JPMorgan: Concentrated Semiconductor and AI Stocks Give US Retail Investors Edge Over Wall Street
- Ondas stock soars over 20% in a single day, acquisition of Israeli defense software company ignites the market
- Rosenblatt: Indium Phosphide Expansion 12x in Five Years, Still a 50% Shortage in Demand by 2030
- Innovent Biologics and Pfizer Reach $10.5 Billion Early Cancer Drug Cooperation Agreement
- Samsung First to Ship Industry's First Batch of HBM4E Samples, Reinforcing AI Storage Leadership
- Anthropic releases flagship model Claude Opus 4.8
- US-Iran Deny Finalizing Memorandum of Understanding, Trump Draws the Red Line for Enriched Uranium Transfer
- Anthropic Completes $6.5 Billion Funding Round, Valuation Reaches $96.5 Billion Surpassing OpenAI
- Dell's Q1 performance and guidance exceed expectations, surging nearly 40% after hours
- Nextpower Acquires Prevalon's Energy Storage Business to Enter Data Center Power Supply
- Rumors of ceasefire between the US and Iran cause global market unrest, US stocks reach new highs, and gold reverses
- Apollo Plans $36 Billion Loan to Help Anthropic Acquire Google Chips
- Dell Wins $9.7 Billion Defense Mega-Contract, Stock Races to Historical High
- After reaching a $20 billion licensing agreement with NVIDIA, Groq seeks $650 million in funding
- Fed's 'Number Three': Inflation High in the Short Term, Expected Stable in the Long Term, No Need to Adjust Interest Rate Temporarily
- Pentagon Plans to Invest in Drone Companies, UMAC Soars 50% in a Day
- Asian Stablecoin Trading Volume Leads Globally, Regulatory Framework Reshaping Crypto Landscape
- US New Home Sales Plummet in April
- Microsoft Plans to Release a New Proprietary Programming Model Next Week
- Futu Analyst Call: Embracing Regulation, 800K New Customer Target Unchanged
- US-Iran Memorandum of Understanding Sparks, S&P Hits New High, Treasury Yields Plunge
- Reports say the US and Iran have reached an agreement on a 60-day ceasefire memorandum, waiting for Trump's final approval
- JPMorgan: Safe-haven capital exits, 'currency depreciation trade' cools down across the board
- Laser Satellite Communications Startup Secures $90 Million Financing
- Gemini Integrates SpaceXAI, Launches Predictive Market Intelligence Hub
- Rockefeller: Gold Price Targeted to Reach $10,000 by 2030
- The Crypto Asset Listing Frenzy Cools Down, Asset Management Giant Grayscale Postpones IPO Plans
- Snowflake Surges 35%, U.S. Stock Market Opens with Mixed Signals
- Core Component Costs Soar, Qualcomm Pushes Budget PC Chips to Capture Market
- Durable Goods Orders in the US Exceeded Expectations Sharply in April, Marking Two Consecutive Months of Growth
- Short Positions in US Stocks Reach New High, Goldman Sachs: A Short Squeeze in Obscure Sectors is Brewing
- BYD Launches 4nm Autonomous Driving Chip Xuanji A3
- U.S. First Quarter Actual GDP Annualized Quarterly Growth Rate Revised Down to 1.6%
- U.S. Core PCE Price Index Annual Growth Hit 3.3% in April, Reaching a Two-and-a-Half Year High
- JPMorgan: Low-Cost Advantage Spurs China AI Models' Global Share Surge
- ECB Minutes Show a Hawkish Stance, Some Officials Open to Rate Hikes
- Best Buy Q1 Revenue Exceeds Expectations, Same-Store Sales Turn Positive for the First Time in Two Years, Stock Price Rises Over 7%
- IBM Announces Billion-Dollar Investment Plan for Quantum Computers
- National Big Fund Reduces Stake in SMIC
- Samsung Subsidiary Invests $400 Million to Acquire Stake in South Korea's Largest Crypto Exchange
- Retail U.S. Stock Trading Hits Four-Year Low, JPMorgan Chase Forecasts Rebound in Q2
- Tencent Bets on Small Models and AI Agents to Take on Competition with a Differentiated Path
- JD.com's €2.2 Billion Acquisition of German Ceconomy Under EU Subsidy Investigation
- Deteriorating Situation in Iran Interrupts the Surge in Emerging Markets, while Energy Importing Countries' Exchange Rates Face Pressure
- South Korean Pension Funds Increase Domestic Stock Allocation Target to 20.8%
- Pinduoduo's Temu Faces $232 Million Fine from the European Union
- Report: IBM Invests $5 Billion to Promote AI-Based Cyber Defense Projects
- JPMorgan: Crushing US Debt Unsustainable, Dollar Could Decline Long-Term
- Report: The Trump Administration is Preparing for the Collapse of the Cuban Government This Summer
- Gold Dives to Two-Month Lows, $4370 Key Support in Jeopardy
- Report: China is Developing an AI Token Futures Market
- Musk Clarifies: SpaceX's Computing Rental to Anthropic is Only a Six-Month Short Contract
- Goldman Sachs: Selling US Treasuries May Indicate Continued Need for the US Dollar
- Amazon AWS Outperforms Azure and Google Cloud by Selling Claude Tokens
- Aier Eye Hospital Plans to Go Public in Hong Kong
- Lower shipments drag Xiaopeng's Q1 revenue, gross margin rises to 20.6% showing resilience
- Micron Soars 77% in a Month, Setting a Record for Nearly 40 Years, Yet Future P/E is Still Less Than Half of NVIDIA's
- Goldman Sachs: AI Second Half Focuses on Humanoid Robots
- China Introduces Rare Earth Export Controls Early?
- US April PCE Expected to Hit Three-Year High, June High Interest Rate Maintained as Market Consensus
- Li Auto's Q1 Revenue Beats Expectations, But Flips to Loss
- Futu Holdings Q1 Net Profit Down by 60% YoY, Revenue Up by Double Digits
- Escalation of Trade Wars? EU to Increase Imports Quotas and Tariffs on China
- Bernstein: Automotive Semiconductor Price Surge is Coming, Cycle Accelerates
- Intel's Big Expansion of EMIB Packaging, Supply Chain Suggests Mass Production for Next Year
- Report: Weak信贷 demand, PBOC urges banks to increase lending in May
- Goolsbee of the Fed Warns of U.S. Economy Heading Towards 'Stagflation'
- Taiwan Stock Exchange Plans to Reform Odd Lot Trading System and Extend Trading Hours
- South Korean Central Bank Sends Hawkish Signals; Two Dissenting Votes Stoke Expectations for July Rate Hike
- MiniMax's Revenue Doubled Again in Two Months, Global Enterprise Customers Exceed One Million
- NIO Unveils China's Largest Electric SUV, Stock Price Soars by 10%
- BlackRock Bitcoin ETF Sees Over $500 Million Outflows in a Single Day, Institutional Capital Accelerates Withdrawals
- Reports Suggest ByteDance Developing Its Own CPU Chips to Accelerate AI Infrastructure
- Zimbabwe lists lithium and nickel as 'critical minerals', mandates state ownership
- Excessive Premium Triggers Demand Destruction, Wall Street Anticipates Return to Downtrend for Silver
- Goldman Warns New S. Korea Chip Leverage ETFs Could Be Stock Market Accelerators
- Japanese Government Fund Considers Selling Chip Material Giant JSR
- AI Boom Drives Demand Prospects, Foreign Capital Continuously Increases Holdings in Japanese Stocks for Eight Weeks